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Israel Englander Millennium Management

AUM $276B
1-Year Est. Return 44.8%
 

Israel “Izzy” Englander is the founder of Millennium Management, one of the world’s largest multi-strategy hedge fund platforms. Millennium allocates capital across hundreds of independent teams rather than a single house view, with rigorous risk controls at the platform level. Englander’s model has been highly influential in the rise of pod-shop multi-manager structures across the industry.

This Fund
S&P 500
This Quarter Est. Return
+4.31%
1 Year Est. Return
+44.8%
3 Year Est. Return
+127.22%
5 Year Est. Return
+155.52%
10 Year Est. Return
+768.06%
AUM
$66.5B
AUM Growth
-$303M
Cap. Flow
-$1.63B
Cap. Flow %
-2.45%
Top 10 Hldgs %
7.74%
Holding
4,801
New
865
Increased
1,488
Reduced
1,571
Closed
810

Top Buys

Rank Stock Value
1
LYB icon
LyondellBasell Industries
LYB
+$492M
2
LLL
L3 Technologies, Inc.
LLL
+$392M
3
AAPL icon
Apple
AAPL
+$245M
4
AGN
Allergan plc
AGN
+$238M
5
NXPI icon
NXP Semiconductors
NXPI
+$226M

Top Sells

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$568M
2
COTY icon
Coty
COTY
+$491M
3
APC
Anadarko Petroleum
APC
+$224M
4
BMY icon
Bristol-Myers Squibb
BMY
+$211M
5
SYY icon
Sysco
SYY
+$208M

Sector Composition

Rank Sector Weight
1 Healthcare 13.06%
2 Technology 11.97%
3 Financials 10.69%
4 Consumer Discretionary 8.47%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UTMD icon
4451
Utah Medical Products
UTMD
$228M
– –
-2,289
Closed -$202K
UXIN
4452
Uxin Ltd
UXIN
$264M
– –
-21,312
Closed -$8.08M
V icon
4453
CALL
Visa
V
$693B
– –
-89,400
Closed -$14M
V icon
4454
PUT
Visa
V
$693B
– –
-221,900
Closed -$34.7M
VANI icon
4455
Vivani Medical
VANI
$124M
– –
-699
Closed -$13K
VCSH icon
4456
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
– –
-41,735
Closed -$3.33M
VEA icon
4457
Vanguard FTSE Developed Markets ETF
VEA
$239B
– –
-41,995
Closed -$1.72M
VERO
4458
DELISTED
Venus Concept
VERO
– –
-13
Closed -$19K
VEU icon
4459
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
– –
-23,197
Closed -$1.16M
VFH icon
4460
Vanguard Financials ETF
VFH
$13.8B
– –
-7,669
Closed -$495K
VIXY icon
4461
ProShares VIX Short-Term Futures ETF
VIXY
$200M
– –
-670
Closed -$1.29M
VKI icon
4462
Invesco Advantage Municipal Income Trust II
VKI
$391M
– –
-12,316
Closed -$133K
VLUE icon
4463
iShares MSCI USA Value Factor ETF
VLUE
$9.85B
– –
-6,458
Closed -$516K
VLY icon
4464
Valley National Bancorp
VLY
$7.82B
– –
-385,716
Closed -$3.69M
VNCE icon
4465
Vince Holding Corp
VNCE
$80.3M
– –
-17,307
Closed -$215K
VNQI icon
4466
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
– –
-6,395
Closed -$381K
VOE icon
4467
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.4B
– –
-3,335
Closed -$360K
VREX icon
4468
CALL
Varex Imaging
VREX
$780M
– –
-20,000
Closed -$678K
VRRM icon
4469
Verra Mobility
VRRM
$693M
– –
-2,692,585
Closed -$32M
VRT icon
4470
Vertiv
VRT
$101B
– –
-11,560
Closed -$116K
VVV icon
4471
Valvoline
VVV
$4.33B
– –
-48,645
Closed -$903K
VWO icon
4472
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-33,700
Closed -$1.43M
VXX icon
4473
CALL
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$137M
– –
-37,792
Closed -$70.8M
WAB icon
4474
PUT
Wabtec
WAB
$50.3B
– –
-350,000
Closed -$25.8M
WAT icon
4475
PUT
Waters Corp
WAT
$40.4B
– –
-20,000
Closed -$5.03M
177 178
179
180 181

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Israel Englander's Q2 2019 Portfolio in Review

As of Q2 2019, Israel Englander held 4,801 positions worth $66.5B, down 0.45% from $66.8B the previous quarter. Its ten largest holdings account for 7.7% of the portfolio.

Israel Englander's Q2 2019 filing shows 865 new, 1,488 increased, 1,571 reduced and 810 closed positions. Its largest new stake was Moody's: 638,271 shares worth $125M. The largest sale was Walt Disney, an estimated $568M.

By sector, the portfolio is most concentrated in Healthcare at 13% of assets, down from 14% a quarter earlier, followed by Technology and Financials.

  • Israel Englander's largest Q2 2019 buy was Moody's: 638,271 shares worth $125M.
  • Israel Englander added most to LyondellBasell Industries in Q2 2019, an estimated $492M increase.
  • Israel Englander's biggest Q2 2019 reduction was Walt Disney, cutting an estimated $568M.
  • Israel Englander fully exited Sysco in Q2 2019, selling an estimated $208M.
  • Israel Englander's ten largest holdings make up 7.7% of its $66.5B portfolio in Q2 2019.
  • Israel Englander opened 865 new positions and closed 810 in Q2 2019.
  • Israel Englander's portfolio value fell 0.45% quarter-over-quarter to $66.5B.

Based on Millennium Management's 13F filing for Q2 2019, filed 14 Aug 2019.